Saratoga Mutual Funds List

Here you can find all mutual funds issued by Saratoga and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Issuer is Saratoga

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	Dec 28, 2017	0.99%	-2.05%	—	9.56%	59
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-3.06%	—	10.14%	41
SAMIX	Saratoga Moderately Aggressive Balanced Allocation...	Diversified Portfolio	Dec 28, 2017	0.99%	-2.82%	—	10.56%	43
SBMBX	Saratoga Energy & Basic Materials Fund	Energy Equities	Oct 22, 1997	3.30%	0.00%	2.96%	2.13%	5
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-2.80%	—	10.41%	47
SHPAX	Saratoga Health & Biotechnology Fund	Health & Biotech Equities	Jul 14, 1999	2.90%	0.66%	7.03%	3.64%	40
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	Sep 1, 1994	1.54%	-0.73%	—	1.99%	27
SIEPX	Saratoga International Equity Portfolio	Foreign Large Cap Equities	Sep 1, 1994	2.47%	1.68%	6.14%	0.00%	66
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	Sep 1, 1994	1.34%	-13.55%	17.48%	16.00%	28
SLCVX	Saratoga Large Capitalization Value Portfolio	Large Cap Value Equities	Sep 1, 1994	1.34%	-3.34%	10.18%	13.20%	30
SMBPX	Saratoga Municipal Bond Portfolio	Ultrashort Bond	Sep 1, 1994	3.16%	0.00%	-0.09%	2.69%	40
SMICX	Saratoga Moderately Conservative Balanced Allocati...	Diversified Portfolio	Dec 28, 2017	0.99%	-2.27%	—	11.40%	53
SPMAX	Saratoga Mid Capitalization Portfolio	Mid Cap Blend Equities	Jun 28, 2002	2.06%	1.93%	8.56%	32.26%	39
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	Sep 1, 1994	1.70%	1.17%	9.58%	8.91%	45
STPAX	Saratoga Technology & Communications Portfolio	Technology Equities	Oct 21, 1997	2.53%	-10.38%	14.36%	19.30%	21

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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